GI
VPL icon

Gradient Investments’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Gradient Investments’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-66
Closed -$4.75K – 1829
2023
Q4 		$4.75K Hold
66
– – ﹤0.01% 1008
2023
Q3 		$4.41K Hold
66
– – ﹤0.01% 979
2023
Q2 		$4.6K Sell
66
-216
-77% -$14.9K ﹤0.01% 969
2023
Q1 		$19.1K Buy
282
+216
+327% +$14.5K ﹤0.01% 685
2022
Q4 		$4.25K Buy
+66
New +$4.12K ﹤0.01% 961
2022
Q3 		– Sell
-355
Closed -$23K – 1550
2022
Q2 		$23K Buy
+355
New +$24.3K ﹤0.01% 623
2016
Q3 		– Sell
-170
Closed -$9K – 781
2016
Q2 		$9K Buy
+170
New +$9.48K ﹤0.01% 453

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gradient Investments's VPL Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2024, closing a stake of 66 shares — an estimated $4.75K sold.

Gradient Investments first reported a position in VPL in Q2 2016 and held it in 7 quarters. The position peaked at $23K in Q2 2022. 343 funds tracked by Wall St. Rank hold VPL as of Q1 2024.

  • Gradient Investments reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 66 Vanguard FTSE Pacific ETF shares in Q1 2024, an estimated $4.75K.
  • Gradient Investments first reported a position in Vanguard FTSE Pacific ETF in Q2 2016 and held it in 7 quarters.
  • Gradient Investments's Vanguard FTSE Pacific ETF position peaked at $23K in Q2 2022.
  • 343 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.